Barry Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Barry Investment Advisors’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.62M	Buy	19,562 +7,269	+59%	+$602K	0.4%	42
2025 Q1	$1.02M	Sell	12,293 -6,201	-34%	-$513K	0.27%	47
2024 Q4	$1.52M	Buy	18,494 +1,503	+9%	+$123K	0.49%	37
2024 Q3	$1.41M	Buy	16,991 +4,535	+36%	+$377K	0.43%	38
2024 Q2	$1.02M	Buy	12,456 +1,382	+12%	+$113K	0.34%	45
2024 Q1	$906K	Buy	11,074 +5,964	+117%	+$488K	0.3%	46
2023 Q4	$419K	Sell	5,110 -1,837	-26%	-$151K	0.14%	70
2023 Q3	$563K	Sell	6,947 -4,781	-41%	-$387K	0.2%	63
2023 Q2	$951K	Sell	11,728 -1,234	-10%	-$100K	0.32%	49
2023 Q1	$1.06M	Sell	12,962 -3,558	-22%	-$292K	0.35%	43
2022 Q4	$1.34M	Sell	16,520 -34,676	-68%	-$2.81M	0.42%	42
2022 Q3	$4.16M	Sell	51,196 -29,397	-36%	-$2.39M	1.42%	26
2022 Q2	$6.67M	Sell	80,593 -13,478	-14%	-$1.12M	2%	21
2022 Q1	$7.84M	Sell	94,071 -43,978	-32%	-$3.67M	2.08%	20
2021 Q4	$11.8M	Sell	138,049 -40,230	-23%	-$3.44M	3.11%	9
2021 Q3	$15.4M	Sell	178,279 -46,826	-21%	-$4.03M	4.25%	5
2021 Q2	$19.4M	Sell	225,105 -45,323	-17%	-$3.91M	5.19%	4
2021 Q1	$23.3M	Sell	270,428 -26,821	-9%	-$2.31M	6.42%	3
2020 Q4	$25.7M	Buy	297,249 +1,289	+0.4%	+$111K	7.58%	2
2020 Q3	$25.6M	Sell	295,960 -792	-0.3%	-$68.5K	8.79%	2
2020 Q2	$25.7M	Sell	296,752 -4,405	-1%	-$382K	9.1%	2
2020 Q1	$26.1M	Buy	301,157 +2,426	+0.8%	+$210K	12.93%	1
2019 Q4	$25.3M	Sell	298,731 -1,302	-0.4%	-$110K	8.87%	2
2019 Q3	$25.4M	Buy	300,033 +295,121	+6,008%	+$25M	9.19%	2
2019 Q2	$416K	Sell	4,912 -43	-0.9%	-$3.64K	0.14%	48
2019 Q1	$417K	Sell	4,955 -159	-3%	-$13.4K	0.13%	50
2018 Q4	$428K	Buy	5,114 +18	+0.4%	+$1.51K	0.16%	51
2018 Q3	$423K	Buy	5,096 +18	+0.4%	+$1.49K	0.14%	45
2018 Q2	$423K	Sell	5,078 -1,885	-27%	-$157K	0.16%	47
2018 Q1	$582K	Buy	6,963 +2,231	+47%	+$186K	0.22%	45
2017 Q4	$397K	Buy	+4,732	New	+$397K	0.15%	51